Brown Advisory’s Sun Communities SUI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-3,095
Closed -$650K 1239
2021
Q4
$650K Buy
+3,095
New +$610K ﹤0.01% 817
2019
Q2
Sell
-4,511
Closed -$534K 1244
2019
Q1
$534K Buy
4,511
+23
+0.5% +$2.56K ﹤0.01% 971
2018
Q4
$456K Hold
4,488
﹤0.01% 952
2018
Q3
$455K Buy
4,488
+225
+5% +$22.5K ﹤0.01% 1027
2018
Q2
$417K Buy
4,263
+63
+2% +$5.92K ﹤0.01% 1016
2018
Q1
$384K Buy
+4,200
New +$371K ﹤0.01% 904

Other funds holding SUI

Brown Advisory's SUI Position: Q1 2022 in Review

Brown Advisory sold out of Sun Communities (SUI) in Q1 2022, closing a stake of 3,095 shares — an estimated $650K sold.

Brown Advisory first reported a position in SUI in Q1 2018 and held it in 6 quarters. The position peaked at $650K in Q4 2021. 525 funds tracked by Wall St. Rank hold SUI as of Q1 2022.

  • Brown Advisory reported no remaining Sun Communities position as of Q1 2022 after selling out during the quarter.
  • Brown Advisory sold 3,095 Sun Communities shares in Q1 2022, an estimated $650K.
  • Brown Advisory first reported a position in Sun Communities in Q1 2018 and held it in 6 quarters.
  • Brown Advisory's Sun Communities position peaked at $650K in Q4 2021.
  • 525 funds tracked by Wall St. Rank held Sun Communities as of Q1 2022.

Based on Brown Advisory's 13F filing for Q1 2022, filed 9 May 2022.